Senior Paraplanner

Company Description

Crown Wealth Management is a prestigious, independent, and fully Chartered financial planning firm located in Shrewsbury. Since 2006, we have been committed to delivering top-tier financial planning and investment advice to our valued clients and business partners in Shropshire and beyond. Our goal is to simplify client's financial affairs, reduce risk, and help them achieve their financial goals through comprehensive analysis and practical recommendations.

Role Description

We are excited to offer an outstanding opportunity for a full-time Senior Paraplanner at Crown Wealth Management. The Senior Paraplanner will play a crucial role in financial planning, investments, report writing, and technical administration. This role requires close collaboration with financial planners to develop and maintain detailed financial plans, conduct thorough research, analyse complex data, and prepare comprehensive reports.

Specification

Financial Expertise: Extensive knowledge and experience in financial planning and investments.

Analytical Skills: Exceptional ability to analyse complex financial data and provide insights.

Report Writing: Proficiency in drafting and presenting detailed financial reports.

Attention to Detail: Meticulous with a strong focus on accuracy and compliance.

Organisational Skills: Excellent organisational and time management abilities.

Team Collaboration: Ability to work effectively within a team and collaborate closely with financial planners.

Communication Skills: Excellent written and verbal communication skills.

Qualifications: Minimum of a Level 4 Diploma in Regulated Financial Planning.